Wealth transfer essentials


The estate planning process can be confusing with many tactics, roles, and guidelines to consider. Our eBook explains the process in a way that is easy to follow.

The content is for educational and illustration purposes only; the outcome of any approach is based on individual facts and circumstances and legal and tax advisors should be consulted.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.